Advertising Benchmarking Investments Profit and Loss 
CFO News Room
DECEMBER 7, 2022
For investment advisers looking to attract prospective clients, advertising the performance of their investment strategies would be a logical way to market their services (at least if they had strong historical returns!). Executive Summary.
CFO News Room
NOVEMBER 28, 2022
Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors. Read more of Adam’s articles here.
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CFO News Room
DECEMBER 26, 2022
Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. 101 Things That Advisors Actually DO To Add Value (Beyond Just Allocating A Portfolio) – Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients.
Barry Ritholtz
DECEMBER 12, 2023
He has absolutely crushed his benchmark over that period. He’s crushed the Russell 2000, whatever benchmark you want to talk about. You fell in love with investing as an 8-year-old. But in the New York Times, there was an advertisement that the value line investment survey needed analysts. a year since 1989.
Barry Ritholtz
MARCH 21, 2023
BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, this will be my shortest introduction ever, Clifford Asness and I just go over the entire universe of quant factor and value investing. And value and momentum do, whether it’s relative outperformance against a benchmark or absolute performance in a hedge fund.
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